Cromwell Holdings LLC
Sector Allocation
- Technology41.5%$92.5M
- Financials13.7%$30.6M
- Healthcare8.5%$19.0M
- Consumer Discretionary8.4%$18.7M
- Industrials6.9%$15.4M
- Consumer Staples4.5%$10.0M
- Other4.3%$9.7M
- Energy3.9%$8.7M
- Materials2.7%$6.1M
- Utilities2.1%$4.7M
AUM History
13fpro.ai/research/fund/cromwell-holdings-llc-1894712
Conviction and streaks
Stable · top 10 = 31.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$13.9MAAPL
$11.8MMSFT
$7.9MAMZN
$6.9MGOOGL
$5.8MAVGO
$5.3M- ISHARES$5.0M
GOOG
$5.0MMETA
$4.1MMU
$4.1MTSLA
$3.9MAMD
$3.2MLLY
$3.1MJPM
$3.0MBRK.B
$2.9M- VANGUARD$2.7M
INTC
$2.2MV
$1.9MAMAT
$1.8MLRCX
$1.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cromwell-holdings-llc-1894712
Cromwell Holdings LLC 13F holdings — Q2 2026
$222.8M portfolio (+25.3% QoQ) · 1,108 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio
$13.9M
6.3% of stocks
+2%This quarter+2.0%Since filed9+ qtrsHeld$11.8M
5.3% of stocks
+4%This quarter+9.2%Since filed9+ qtrsHeld$7.9M
3.5% of stocks
+3%This quarter+38.4%Since filed9+ qtrsHeld$6.9M
3.1% of stocks
+10%This quarter+0.7%Since filed9+ qtrsHeld$5.8M
2.6% of stocks
+3%This quarter-12.1%Since filed9+ qtrsHeld$5.3M
2.4% of stocks
No changeThis quarter-15.4%Since filed9+ qtrsHeld- 7
ISHARES TR - CORE S&P500 ETF
$5.0M
2.3% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $5.0M
2.3% of stocks
No changeThis quarter-12.1%Since filed9+ qtrsHeld$4.1M
1.8% of stocks
+13%This quarter-4.6%Since filed9+ qtrsHeld$4.1M
1.8% of stocks
No changeThis quarter-8.1%Since filed9+ qtrsHeld
All holdings — Cromwell Holdings LLC (Q2 2026)
1,108 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Tesla, Inc. | Consumer Discretionary | $3.9M | 1.8% | 9,285 | +22% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ADVANCED MICRO DEVICES INC | Technology | $3.2M | 1.4% | 5,535 | +5% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ELI LILLY & Co | Healthcare | $3.1M | 1.4% | 2,613 | +12% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JPMORGAN CHASE & CO | Financials | $3.0M | 1.3% | 9,150 | +3% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | BERKSHIRE HATHAWAY INC | Financials | $2.9M | 1.3% | 5,752 | +13% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $2.7M | 1.2% | 7,410 | New | — | — | 13F |
| 17 | INTEL CORP | Technology | $2.2M | 1.0% | 16K | +10% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | VISA INC. | Financials | $1.9M | 0.9% | 5,560 | +12% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | APPLIED MATERIALS INC /DE | Technology | $1.8M | 0.8% | 2,432 | — | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | LAM RESEARCH CORP | Technology | $1.7M | 0.8% | 4,020 | — | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | EXXON MOBIL CORP | Energy | $1.7M | 0.8% | 12K | — | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ASML HOLDING NV | Technology | $1.6M | 0.7% | 800 | — | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CATERPILLAR INC | Industrials | $1.6M | 0.7% | 1,476 | — | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CISCO SYSTEMS, INC. | Technology | $1.6M | 0.7% | 13K | — | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JOHNSON & JOHNSON | Healthcare | $1.6M | 0.7% | 6,115 | +18% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ABBV | AbbVie Inc. | Healthcare | $1.5M | 0.7% | 5,893 | +13% | |||
| 27 | $WMT | Walmart Inc. | Consumer Staples | $1.4M | 0.6% | 12K | — | |||
| 28 | $MA | Mastercard Inc | Financials | $1.3M | 0.6% | 2,481 | — | |||
| 29 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.3M | 0.6% | 18K | New | |||
| 30 | $KLAC | KLA CORP | Technology | $1.3M | 0.6% | 4,160 | +900% | |||
| 31 | $GE | GENERAL ELECTRIC CO | Industrials | $1.2M | 0.5% | 3,241 | — | |||
| 32 | $SNDK | Sandisk Corp | Technology | $1.2M | 0.5% | 510 | +6% | |||
| 33 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.1M | 0.5% | 2,674 | +18% | |||
| 34 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.1M | 0.5% | 19K | +46% | |||
| 35 | $KO | COCA COLA CO | Consumer Staples | $1.1M | 0.5% | 13K | +9% | |||
| 36 | $PANW | Palo Alto Networks Inc | Technology | $1.1M | 0.5% | 3,164 | +31% | |||
| 37 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.5% | 3,047 | +7% | |||
| 38 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.1M | 0.5% | 1,135 | — | |||
| 39 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.0M | 0.5% | 1,007 | — | |||
| 40 | $NFLX | NETFLIX INC | Communication Services | $999K | 0.5% | 14K | -0.0% | |||
| 41 | $MRK | Merck & Co., Inc. | Healthcare | $980K | 0.4% | 7,577 | +1% | |||
| 42 | $GEV | GE Vernova Inc. | Industrials | $957K | 0.4% | 814 | — | |||
| 43 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $923K | 0.4% | 11K | — | |||
| 44 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $907K | 0.4% | 6,187 | -0.7% | |||
| 45 | $TXN | TEXAS INSTRUMENTS INC | Technology | $889K | 0.4% | 2,983 | +66% | |||
| 46 | $CVX | CHEVRON CORP | Energy | $888K | 0.4% | 5,356 | — | |||
| 47 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $882K | 0.4% | 3,136 | +14% | |||
| 48 | $PM | Philip Morris International Inc. | Consumer Staples | $881K | 0.4% | 4,830 | +13% | |||
| 49 | $RTX | RTX Corp | Industrials | $869K | 0.4% | 4,579 | — | |||
| 50 | $PLTR | Palantir Technologies Inc. | Technology | $862K | 0.4% | 7,385 | +7% | |||
| 51 | $MS | MORGAN STANLEY | Financials | $843K | 0.4% | 4,034 | — | |||
| 52 | $C | CITIGROUP INC | Financials | $830K | 0.4% | 5,927 | — | |||
| 53 | $ORCL | ORACLE CORP | Technology | $790K | 0.3% | 5,391 | +17% | |||
| 54 | $LIN | LINDE PLC | Materials | $749K | 0.3% | 1,443 | +11% | |||
| 55 | $WDC | WESTERN DIGITAL CORP | Technology | $726K | 0.3% | 1,136 | — | |||
| 56 | $APH | AMPHENOL CORP /DE/ | Technology | $703K | 0.3% | 3,984 | +19% | |||
| 57 | $RY | ROYAL BANK OF CANADA | Financials | $666K | 0.3% | 3,219 | — | |||
| 58 | $HSBC | HSBC HOLDINGS PLC | Financials | $662K | 0.3% | 6,967 | — | |||
| 59 | $QCOM | QUALCOMM INC/DE | Technology | $657K | 0.3% | 3,556 | +4% | |||
| 60 | $NVS | NOVARTIS AG | Healthcare | $645K | 0.3% | 4,117 | — | |||
| 61 | $GLW | CORNING INC /NY | Materials | $632K | 0.3% | 2,474 | — | |||
| 62 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $631K | 0.3% | 827 | +3% | |||
| 63 | $AMGN | AMGEN INC | Healthcare | $620K | 0.3% | 1,713 | +7% | |||
| 64 | $AXP | AMERICAN EXPRESS CO | Financials | $606K | 0.3% | 1,793 | — | |||
| 65 | $ANET | Arista Networks, Inc. | Technology | $592K | 0.3% | 3,487 | +15% | |||
| 66 | $AZN | ASTRAZENECA PLC | Healthcare | $580K | 0.3% | 3,059 | — | |||
| 67 | $ADI | ANALOG DEVICES INC | Technology | $579K | 0.3% | 1,459 | +19% | |||
| 68 | $DIS | Walt Disney Co | Communication Services | $574K | 0.3% | 5,915 | +13% | |||
| 69 | $STX | Seagate Technology Holdings plc | Technology | $559K | 0.3% | 579 | — | |||
| 70 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $550K | 0.3% | 13K | — | |||
| 71 | $ETN | Eaton Corp plc | Industrials | $546K | 0.3% | 1,281 | +4% | |||
| 72 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $541K | 0.2% | 1,078 | +38% | |||
| 73 | $BA | BOEING CO | Industrials | $535K | 0.2% | 2,472 | +18% | |||
| 74 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $525K | 0.2% | 3,463 | — | |||
| 75 | $UNP | UNION PACIFIC CORP | Industrials | $514K | 0.2% | 1,888 | +7% | |||
| 76 | $NEE | NEXTERA ENERGY INC | Utilities | $513K | 0.2% | 5,847 | +0.3% | |||
| 77 | $SHEL | Shell plc | Energy | $508K | 0.2% | 6,552 | — | |||
| 78 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $508K | 0.2% | 2,850 | +2400% | |||
| 79 | $SAN | Banco Santander, S.A. | Financials | $507K | 0.2% | 37K | — | |||
| 80 | $TD | TORONTO DOMINION BANK | Financials | $497K | 0.2% | 4,091 | — | |||
| 81 | $SCHW | SCHWAB CHARLES CORP | Financials | $497K | 0.2% | 5,381 | — | |||
| 82 | $DE | DEERE & CO | Industrials | $492K | 0.2% | 773 | — | |||
| 83 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $480K | 0.2% | 24K | — | |||
| 84 | $CRM | Salesforce, Inc. | Technology | $468K | 0.2% | 2,977 | +1% | |||
| 85 | $T | AT&T INC. | Communication Services | $462K | 0.2% | 22K | — | |||
| 86 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $455K | 0.2% | 1,145 | +0.1% | |||
| 87 | $BLK | BlackRock, Inc. | Financials | $450K | 0.2% | 468 | +18% | |||
| 88 | $PFE | PFIZER INC | Healthcare | $448K | 0.2% | 19K | +0.8% | |||
| 89 | $UBER | Uber Technologies, Inc | Technology | $442K | 0.2% | 6,127 | — | |||
| 90 | $MPC | Marathon Petroleum Corp | Energy | $442K | 0.2% | 1,728 | +2% | |||
| 91 | $MCD | MCDONALDS CORP | Consumer Discretionary | $438K | 0.2% | 1,621 | -11% | |||
| 92 | $DELL | Dell Technologies Inc. | Technology | $438K | 0.2% | 1,015 | — | |||
| 93 | $BHP | BHP Group Ltd | Materials | $418K | 0.2% | 5,015 | — | |||
| 94 | $DHR | DANAHER CORP /DE/ | Healthcare | $418K | 0.2% | 2,189 | +19% | |||
| 95 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $410K | 0.2% | 5,616 | — | |||
| 96 | $CVS | CVS HEALTH Corp | Healthcare | $406K | 0.2% | 3,928 | — | |||
| 97 | $COP | CONOCOPHILLIPS | Energy | $405K | 0.2% | 3,896 | — | |||
| 98 | $WELL | WELLTOWER INC. | Real Estate | $404K | 0.2% | 1,781 | — | |||
| 99 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $404K | 0.2% | 1,832 | — | |||
| 100 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $403K | 0.2% | 3,186 | +0.0% | |||
| 101 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $398K | 0.2% | 1,985 | +5% | |||
| 102 | $CB | Chubb Ltd | Financials | $392K | 0.2% | 1,146 | — | |||
| 103 | $PLD | Prologis, Inc. | Real Estate | $385K | 0.2% | 2,839 | +35% | |||
| 104 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $384K | 0.2% | 6,661 | — | |||
| 105 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $377K | 0.2% | 6,310 | New | |||
| 106 | $LMT | LOCKHEED MARTIN CORP | Industrials | $365K | 0.2% | 717 | — | |||
| 107 | $UBS | UBS Group AG | Financials | $359K | 0.2% | 7,242 | — | |||
| 108 | $PH | Parker-Hannifin Corp | Industrials | $358K | 0.2% | 366 | — | |||
| 109 | $NEM | NEWMONT Corp /DE/ | Materials | $351K | 0.2% | 3,755 | — | |||
| 110 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $350K | 0.2% | 3,427 | — | |||
| 111 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Financials | $342K | 0.1% | 14K | — | |||
| 112 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $334K | 0.1% | 1,983 | — | |||
| 113 | $CMI | CUMMINS INC | Industrials | $332K | 0.1% | 465 | — | |||
| 114 | $MCK | MCKESSON CORP | Consumer Staples | $331K | 0.1% | 438 | — | |||
| 115 | $SO | SOUTHERN CO | Utilities | $331K | 0.1% | 3,459 | — | |||
| 116 | $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Financials | $330K | 0.1% | 14K | — | |||
| 117 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $330K | 0.1% | 664 | +0.2% | |||
| 118 | $BNY | Bank of New York Mellon Corp | Financials | $328K | 0.1% | 2,271 | +2% | |||
| 119 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $324K | 0.1% | 1,484 | -4% | |||
| 120 | $TT | Trane Technologies plc | Technology | $320K | 0.1% | 651 | — | |||
| 121 | $JCI | Johnson Controls International plc | Industrials | $317K | 0.1% | 2,167 | — | |||
| 122 | $PWR | QUANTA SERVICES, INC. | Industrials | $316K | 0.1% | 439 | — | |||
| 123 | $TTE | TotalEnergies SE | Energy | $316K | 0.1% | 4,011 | — | |||
| 124 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $315K | 0.1% | 1,396 | +34% | |||
| 125 | $NVO | NOVO NORDISK A S | Healthcare | $314K | 0.1% | 6,546 | +49% | |||
| 126 | $TMUS | T-Mobile US, Inc. | Communication Services | $314K | 0.1% | 1,870 | — | |||
| 127 | $DUK | Duke Energy CORP | Utilities | $313K | 0.1% | 2,469 | — | |||
| 128 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $312K | 0.1% | 832 | +9% | |||
| 129 | $PEP | PEPSICO INC | Consumer Staples | $309K | 0.1% | 2,283 | +24% | |||
| 130 | $FTNT | Fortinet, Inc. | Technology | $308K | 0.1% | 2,002 | +7% | |||
| 131 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $307K | 0.1% | 1,739 | — | |||
| 132 | $VLO | VALERO ENERGY CORP/TX | Energy | $302K | 0.1% | 1,159 | — | |||
| 133 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $301K | 0.1% | 1,222 | — | |||
| 134 | $SAP | SAP SE | Technology | $296K | 0.1% | 1,923 | -1% | |||
| 135 | $USB | US BANCORP \DE\ | Financials | $294K | 0.1% | 4,833 | +9% | |||
| 136 | $SYK | STRYKER CORP | Healthcare | $294K | 0.1% | 931 | -8% | |||
| 137 | $VRT | Vertiv Holdings Co | Technology | $293K | 0.1% | 874 | +67% | |||
| 138 | $MFG | MIZUHO FINANCIAL GROUP INC | Financials | $292K | 0.1% | 30K | — | |||
| 139 | $APP | AppLovin Corp | Technology | $291K | 0.1% | 565 | +62% | |||
| 140 | $MMM | 3M CO | Healthcare | $290K | 0.1% | 1,794 | — | |||
| 141 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $290K | 0.1% | 4,702 | — | |||
| 142 | $BCS | BARCLAYS PLC | Financials | $287K | 0.1% | 11K | — | |||
| 143 | $ELV | Elevance Health, Inc. | Healthcare | $287K | 0.1% | 742 | +37% | |||
| 144 | $HOOD | Robinhood Markets, Inc. | Financials | $287K | 0.1% | 2,860 | +1943% | |||
| 145 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $286K | 0.1% | 772 | — | |||
| 146 | $NOW | ServiceNow, Inc. | Technology | $282K | 0.1% | 2,843 | -10% | |||
| 147 | $HWM | Howmet Aerospace Inc. | Materials | $279K | 0.1% | 1,039 | — | |||
| 148 | $EQIX | EQUINIX INC | Real Estate | $277K | 0.1% | 266 | — | |||
| 149 | $GM | General Motors Co | Consumer Discretionary | $277K | 0.1% | 3,591 | — | |||
| 150 | $TER | TERADYNE, INC | Technology | $276K | 0.1% | 570 | +2% |
What changed in Q2 2026
Against the previous quarter's 13F: 81 new, 579 added to, 134 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (81)
- ISHARES TR - CORE S&P500 ETF$5.0M
first bought this quarter
- VANGUARD INDEX FDS - TOTAL STK MKT$2.7M
first bought this quarter
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$1.3M
first bought this quarter
- VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$377K
first bought this quarter
$MRVLMarvell Technology, Inc.$269K
first bought this quarter
$KMBKIMBERLY CLARK CORP$140K
first bought this quarter
+75 more in the Excel export
Added to (579)
$KLACKLA CORP+900%
now $1.3M · held 9+ qtrs
now $3.9M · held 9+ qtrs
now $6.9M · held 9+ qtrs
$BKNGBooking Holdings Inc.+2400%
now $508K · held 9+ qtrs
now $4.1M · held 9+ qtrs
now $11.8M · held 9+ qtrs
+573 more in the Excel export
Holdings by quarter
Every 13F Cromwell Holdings LLC has filed, 8 earlier quarters. Pick one to see what it held then.
Is it too late to follow Cromwell?
Q2 2026 13F filed with the SEC on Jul 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Cromwell's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+2.5%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 7% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Cromwell Holdings LLC disclosed 1,108 positions worth $222.8M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.3% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 81 new positions and exited 12 and a full exit from $PODD. The portfolio is most concentrated in Technology (41.5% of disclosed assets). All figures are sourced directly from Cromwell Holdings LLC’s Form 13F-HR filing with the SEC under CIK 1894712.
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AI-Powered Hedge Fund Analysis: Cromwell Holdings LLC
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Every holding in Cromwell Holdings LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.